Retirement Plan Operations Specialist

This is a fully remote position, open to applicants in Arizona, +13 more states.

📋 Description

• Collaborate with clients to gather essential information for the preparation of annual reports.

• Assess client-submitted documents for thoroughness and precision.

• Reconcile plans that involve only rollovers and plan stock utilizing Excel and administrative software.

• Employ administrative software to conduct 401(k) testing and reporting.

• Make outgoing reminder calls and dispatch emails throughout the plan-year reporting process.

• Prepare mandatory 401(k) government filings, including IRS Form 5500, with the aid of filing software.

• Provide clients with education regarding 401(k) plan administration and associated documents.

• Convey knowledge and clarify complex subjects in a straightforward manner.

• Train individuals on concepts pertinent to a Retirement Plan Administrator I.

• Carry out additional responsibilities as needed.

⛳️ Requirements

• Proven experience in document review and transaction processing as part of daily job functions.

• 1 to 5 years of relevant back-office financial operations experience in benefits administration, money movement and wire transfers, insurance claims processing, tax preparation processing, loan or mortgage documentation, or compliance and quality-control support.

• Strong proficiency in Microsoft Excel, Word, and Outlook.

• Direct experience in retirement plan operations, such as 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting is preferred.

• Familiarity with reconciliation as part of daily job duties is preferred.

• An Associate’s or Bachelor’s degree in a relevant field such as business or finance, or equivalent work experience is preferred.

• Basic understanding of 401(k) plan structures, ROBS, and IRS/DOL regulations is preferred.

• A designated workspace conducive to focus and productivity is preferred.

• Access to reliable high-speed internet is preferred.

🏝️ Benefits

• Opportunity for ESOP company ownership.

• Continuous training and career development opportunities.

• Supportive leadership.

• Comprehensive health coverage with a complimentary premium option.

• Paid parental leave.

• Generous 401(k) matching contributions.

• 3 weeks of Paid Time Off.

• 11 Paid Holidays.

• Flexible work arrangements from a home office.

• Necessary work equipment provided.

• Company-sponsored sporting events.

• Inclusive workplace culture.

• Employee engagement, participation, and support.